AWS
QARP icon

Atria Wealth Solutions’s Xtrackers Russell 1000 US Quality at a Reasonable Price ETF QARP Stock Holding History

Atria Wealth Solutions’s Portfolio QARP Stock Details QARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,085
Closed -$688K – 2038
2024
Q1 		$688K Buy
14,085
+251
+2% +$11.7K 0.01% 1092
2023
Q4 		$619K Sell
13,834
-13,164
-49% -$558K 0.01% 1104
2023
Q3 		$1.12M Buy
+26,998
New +$1.15M 0.02% 759

Other funds holding QARP

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CJH
Christopher J. Hasenberg Eau Claire, Wisconsin $269M AUM 14.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Atria Wealth Solutions's QARP Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP) in Q2 2024, closing a stake of 14,085 shares — an estimated $688K sold.

Atria Wealth Solutions first reported a position in QARP in Q3 2023 and held it in 3 quarters. The position peaked at $1.12M in Q3 2023. 24 funds tracked by Wall St. Rank hold QARP as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Xtrackers Russell 1000 US Quality at a Reasonable Price ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,085 Xtrackers Russell 1000 US Quality at a Reasonable Price ETF shares in Q2 2024, an estimated $688K.
  • Atria Wealth Solutions first reported a position in Xtrackers Russell 1000 US Quality at a Reasonable Price ETF in Q3 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Xtrackers Russell 1000 US Quality at a Reasonable Price ETF position peaked at $1.12M in Q3 2023.
  • 24 funds tracked by Wall St. Rank held Xtrackers Russell 1000 US Quality at a Reasonable Price ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.